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Stonebridge Financial Planning Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300
Closed -$9K – 244
2021
Q4 		$9K Hold
300
– – ﹤0.01% 344
2021
Q3 		$10K Hold
300
– – ﹤0.01% 341
2021
Q2 		$10K Hold
300
– – 0.01% 354
2021
Q1 		$10K Hold
300
– – 0.01% 355
2020
Q4 		$9K Hold
300
– – 0.01% 334
2020
Q3 		$8K Hold
300
– – 0.01% 328
2020
Q2 		$8K Hold
300
– – 0.01% 329
2020
Q1 		$8K Hold
300
– – 0.01% 324
2019
Q4 		$9K Buy
+300
New +$8.84K 0.01% 300

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stonebridge Financial Planning Group's IYZ Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 300 shares — an estimated $9K sold.

Stonebridge Financial Planning Group first reported a position in IYZ in Q4 2019 and held it in 9 quarters. The position peaked at $10K in Q3 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 iShares US Telecommunications ETF shares in Q1 2022, an estimated $9K.
  • Stonebridge Financial Planning Group first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's iShares US Telecommunications ETF position peaked at $10K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.